Affluense AI AFFLUENSE

Invesq Investment Managers LLP – Portfolio Management Services (PMS)

InvesQ Group specializes in the provision of equity fund management and advisory solutions. Established in Pune in 2017 by CA Aashish Upganlawar, a seasoned professional with over two decades of experience in equity research and portfolio management, the organization has earned a reputation for its ability to generate wealth for investors, largely attributed to its adept stock selection capabilities. Over the past seven years, the InvesQ team has capably managed equity portfolios for High Net Worth Individuals (HNIs), family offices, and corporate clients. The group initially operated as a SEBI Registered Investment Advisor before transitioning to its current status as a SEBI Registered Portfolio Management Service (PMS).

AUM (₹ Cr)

126.08

Clients

130

Strategies

1

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Invesq Investment Managers LLP Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Multicap Opportunities Portfolio Multi Cap & Flexi Cap -6.83% — — May 2024

Past performance is not indicative of future results. Returns are subject to market risks.

Portfolio Managers & Fund Management Team

Mr Aashish Jayant Upganlawar

Fund Manager

Mr. Aashish Upganlawar, our Principal Officer, is a Chartered Accountant with over two decades of extensive experience in equity fund management and institutional equity research. His professional journey includes contributions to fund management teams within mutual funds, insurance companies, equity investment advisory firms, and specialized equity portfolio management entities. A significant portion of his career has been dedicated to institutional equity research, where he provided investment guidance to both domestic and international institutional investors. His comprehensive experience in equity research, spanning various market cycles, has been crucial in identifying and analyzing promising businesses and stocks listed on Indian stock exchanges, thereby creating value for investors.

Interested in Invesq Investment Managers LLP?

Get in touch with our partner to learn more about Invesq Investment Managers LLP's portfolio management services and how they align with your investment goals.

Regulatory Information

SEBI Registration: INP000008507

Registered Office: 3rd, S No 135/1, Plot H-2, Flat No 302, Swarnavilas, Baner Pashan Link Road, Behind VEN Construction Office, Pashan, Pune - 411021

Disclaimer

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice, nor should it be considered a recommendation. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

The individuals or organizations featured have not endorsed or approved this content. Affluense AI does not act as a broker, distributor, intermediary, or investment advisor.

For official or regulatory matters, please refer to formal communication channels of the respective organization.

Last Updated: December 2025 · Published by Affluense AI (affluense.ai)